Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$946K Sell
96,339
-46,226
-32% -$454K 0.02% 250
2025
Q1
$1.04M Buy
+142,565
New +$1.04M 0.03% 235
2023
Q4
Hold
0
247
2023
Q3
Hold
0
265
2023
Q2
Sell
-10,526
Closed -$160K 277
2023
Q1
$160K Sell
10,526
-43,534
-81% -$663K 0.01% 225
2022
Q4
$688K Buy
+54,060
New +$688K 0.03% 189